+56.1%
XOM vs PLTU
+129.7%
-73.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.4% | +5.0% | +0.6% |
| 7D | +1.9% | -17.7% | +19.6% | +1.9% |
| 30D | +4.1% | -12.5% | +16.6% | +4.1% |
| 3M | +10.4% | +39.5% | -29.1% | +10.1% |
| 6M | +13.0% | -7.0% | +20.0% | +13.0% |
| YTD | +40.1% | -38.1% | +78.1% | +40.6% |
| 1Y | +51.1% | -36.0% | +87.1% | +50.9% |
| All | +56.1% | +129.7% | -73.6% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling